American Equity ClientAssist

American Equity ClientAssist

American Equity ClientAssist

People-First Virtual Retirement Income Planning

An all-in-one digital office suite created by Moxtra that goes above and beyond video conferencing to provide a seamless, safe and secure communication channel. Easy-to-navigate design allows for personal and customizable user experience.

Exciting Features:

- Video Conference: Face-to-face, real-time interaction with recording functionality

- Schedule: Manage invitations, scheduling and follow up with compatible scheduling tool

- Document Share: Upload, download and share documents in one safe space

- E-signature: Simple, fast and secure e-signature feature

- Chat: Ongoing communication with direct messaging capabilities

- Personalize: Keep on track with reminders and to-do’s

American Equity’s ClientAssist is here to help. We’re the one who works for you!®